RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Senior Portfolio Manager & Investment Advisor
Backed by extensive experience, Shuling takes a family-focused approach to wealth management, taking the time to understand your family dynamics and offering unique solutions tailored to family members at each stage of their lives.
Working with a team of industry-leading RBC specialists, Shuling provides all-encompassing financial solutions that extend beyond investments, such as insurance solutions, estate planning and tax minimization strategies. She and her team are especially skilled at designing personalized family trusts for high-net-worth individuals to further preserve and enhance wealth.
Prior to joining RBC Dominion Securities, Shuling worked with a retail banking team at another major financial institution. To complement her experience and insight, Shuling has obtained the Chartered Investment Manager (CIM) designation. She also holds a Master of Arts, Economics, from Carleton University.
Within her community, Shuling devotes her time to empower people with financial literacy skills. She has previously volunteered for Futurfund, offering young women one-on-one coaching sessions. Shuling also has the privilege of periodically publishing articles in the national The Financial Post newspaper.
In addition to English, Shuling is fluent in Mandarin and Cantonese. In her spare time, Shuling enjoys traveling and creating magical memories with her husband and two daughters at Disney.
Associate
Joining the financial services industry in 2019, Karena has developed strong expertise in investment administration and wealth management. With a background in engineering and professional experience at major financial institutions, Karena brings strong analytical skills and keen attention to detail to her role. She plays a crucial role in our team, supporting account maintenance, investment administration, and client service to ensure seamless financial operations.
Fluent in Mandarin, Cantonese, and English, Karena is committed to delivering exceptional service to a diverse clientele.
Administrative Assistant
With previous experience as an advisor at a major financial institution, Effie brings a strong understanding of client relations and financial services to her role. A gifted problem-solver, Effie provides administrative support to ensure smooth day-to-day operations within our team. Her organizational skills and attention to detail allow her to manage our processes efficiently, ensuring a high level of service for both clients and the team.
Proficient in Mandarin and English, Effie communicates effectively with clients, ensuring their needs are met with clarity and professionalism.
A graduate of the University of Toronto, Effie holds a Bachelor of Arts, International Development Studies and Economics. She has also completed the Investment Funds in Canada and Financial Planning courses at the Canadian Securities Institute.
